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Name Holding Trade Value Shares
Change
Change in
Stake
Quest 10 Wealth Builders
5401
Quest 10 Wealth Builders
Virginia
$888K +$10.1K +25 +1%
Haven Private
5402
Haven Private
Florida
$887K -$532K -1,315 -36%
Serenus Wealth Advisors
5403
Serenus Wealth Advisors
California
$887K -$54.2K -134 -5%
Cadia Private Client
5404
Cadia Private Client
New Jersey
$886K -$20.6K -51 -2%
CFG
5405
CMC Financial Group
Georgia
$884K +$2.43K +6 +0.3%
HCA
5406
Hyperion Capital Advisors
New York
$884K +$445K +1,100 +87%
Apeiron RIA
5407
Apeiron RIA
Texas
$884K -$2.07M -5,124 -66%
Cornerstone Advisors Asset Management
5408
Cornerstone Advisors Asset Management
Pennsylvania
$883K -$42.5K -105 -4%
ShoreHaven Wealth Partners
5409
ShoreHaven Wealth Partners
New Jersey
$882K -$32K -79 -3%
Kilter Group
5410
Kilter Group
New York
$881K +$95.9K +237 +11%
Conestoga Capital Advisors
5411
Conestoga Capital Advisors
Pennsylvania
$880K – – –
Keener Financial Planning
5412
Keener Financial Planning
Texas
$879K -$773K -1,911 -45%
AdviceOne Advisory Services
5413
AdviceOne Advisory Services
Connecticut
$879K +$73.2K +181 +8%
Sound Portfolio Advisors
5414
Sound Portfolio Advisors
Connecticut
$878K – – –
Elevate Wealth Advisory
5415
Elevate Wealth Advisory
Georgia
$878K +$126K +312 +15%
Financial Futures
5416
Financial Futures
New Jersey
$876K +$3.24K +8 +0.3%
SF
5417
Schaeffer Financial
Maryland
$875K – – –
Merited Wealth
5418
Merited Wealth
Florida
$872K -$20.6K -51 -2%
Gainline Financial Partners
5419
Gainline Financial Partners
Colorado
$872K +$946K +2,337 New
Brickley Wealth Management
5420
Brickley Wealth Management
California
$871K -$7.28K -18 -0.8%
Decision Investments
5421
Decision Investments
California
$871K -$2.02K -5 -0.2%
PWM
5422
Puff Wealth Management
New Jersey
$870K +$944K +2,333 New
Copia Wealth Management
5423
Copia Wealth Management
Oregon
$869K -$405 -1 -0%
America First Investment Advisors
5424
America First Investment Advisors
Nebraska
$867K +$17K +42 +2%
ForthRight Wealth Management
5425
ForthRight Wealth Management
Georgia
$866K +$32.8K +81 +4%